Data Integration & Operations Lead

Bluespring Wealth Partners, LLC; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

401(k) & health insurance

Collaborative environment

Growth opportunities

Training & development

Job summary

Kestra Financial, Inc. seeks an Operations - Data & Operations Integration Lead in Austin, TX to own end-to-end data readiness, cleanup, and migration as firms move from legacy systems to enterprise platforms.

You will coordinate data migrations across CRM, portals, reporting, trading, and more, partnering with IT and external vendors. The role focuses on data integrity, governance, and scalable processes to support growth and future acquisitions, acting as the central point for data migration

Qualifications

• 6+ years of related experience in wealth management, fintech, financial services operations, or related fields.
• Bachelor’s degree in related field required.
• CDMP (DAMA), ASQ Data Quality Credential, CIMP – Data Quality preferred.

Responsibilities

• Lead data discovery, mapping, cleanup, and migration activities for acquired RIAs transitioning into the corporate RIA.
• Own end-to-end data readiness planning to ensure legacy data is clean and migration-ready.
• Execute and oversee data migrations across key advisor platforms (CRM, portals, reporting, trading).
• Validate data accuracy, completeness, and integrity before and after migrations.
• Serve as primary technology and data integration partner for newly acquired firms.
• Assess existing RIA technology stacks to identify risks, gaps, and dependencies.
• Coordinate migration timelines across internal teams and external providers.
• Ensure smooth advisor and staff experience during transitions.
• Develop repeatable, scalable data migration and integration processes.
• Identify opportunities to improve data quality standards and governance.

Skills

Data integration

ETL processes

Data governance

Regulatory awareness

API integration

Project coordination

Cross-functional collaboration

Education

Bachelor’s degree in related field

CDMP (DAMA)

ASQ Data Quality Credential

CIMP – Data Quality

Tools

Salesforce

Redtail

Orion

Black Diamond

Addepar

Tamarac

Informatica

Talend

Matillion

Fivetran

Integrate.io

DemandTools

TIBCO Clarity

Alteryx

MammothAnalytics

Kafka

Debezium

Job description

Kestra Financial, Inc. seeks an Operations - Data & Operations Integration Lead in Austin, TX to own end-to-end data readiness, cleanup, and migration as firms move from legacy systems to enterprise platforms.

You will coordinate data migrations across CRM, portals, reporting, trading, and more, partnering with IT and external vendors. The role focuses on data integrity, governance, and scalable processes to support growth and future acquisitions, acting as the central point for data migration